See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,873 | $72,404-80.8% | $110,238-87.4% | $64,186-78.4% |
| Participation rate | 68.3% | 73.3%-5.0pp | 79.8%-11.5pp | 69.6%-1.2pp |
| Annual return | -8.45% | -6.29%-2.2pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,348 | $2,282-40.9% | $3,826-64.8% | $2,381-43.4% |
| Participant deferral / active EE | $2,325 | $3,469-33.0% | $4,672-50.2% | $3,470-33.0% |
| Admin fee / account holder | $970 | $5,664-82.9% | $8,547-88.7% | $4,888-80.2% |